NW
ITUB icon

NewEdge Wealth’s Itaú Unibanco ITUB Stock Holding History

NewEdge Wealth’s Portfolio ITUB Stock Details ITUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$235K Buy
28,062
+6,392
+29% +$53.5K ﹤0.01% 1037
2025
Q4 		$155K Sell
21,670
-41
-0.2% -$292 ﹤0.01% 1165
2025
Q3 		$158K Buy
21,711
+980
+5% +$6.47K ﹤0.01% 1002
2025
Q2 		$137K Sell
20,731
-22,802
-52% -$139K ﹤0.01% 945
2025
Q1 		$232K Buy
43,533
+12,383
+40% +$62.3K ﹤0.01% 848
2024
Q4 		$136K Sell
31,150
-9,203
-23% -$47.4K ﹤0.01% 898
2024
Q3 		$237K Sell
40,353
-1,370
-3% -$7.72K ﹤0.01% 791
2024
Q2 		$215K Sell
41,723
-808
-2% -$4.42K ﹤0.01% 717
2024
Q1 		$235K Buy
42,531
+2,749
+7% +$16.5K 0.01% 725
2023
Q4 		$244K Buy
+39,782
New +$211K 0.01% 668

Other funds holding ITUB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return